- Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia - GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia
– GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

Life | Technology | Investing

– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia – GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia – GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

So difficult to make sense of Apple’s $110 Billion Stock Buyback Plan. Their moat in devices, silicon-to-retail, is undisputed and the GenAI froth will subside, but the innovation element is still missing, Vision pro bleh https://t.co/uKixMt1x4O

– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.